The Emotional Finance Programme

The Emotional Finance Programme is a practical and experiential soft skills and relational intelligence training for financial professionals who want to move beyond technical competence and enrich the way they show up and nurture their client relationships.

This isn’t surface level communication training (often transactional sales training dressed up as people skills) nor is it ‘woo woo’.

Grounded in the Emotional Finance Model - a framework which translates psychotherapeutic theory and practice specifically for financial services - this training is relevant, practical and immediately applicable. Participants also call it transformative.

Financial Professionals can join open cohorts which run throughout the year, or the programme can be run in-house for firms , with bespoke optionality.

Person sitting on a wooden floor, writing in a notebook with a pen, holding a white mug, with a person in a polka dot dress sitting nearby.

Who It’s For.

The Emotional Finance Programme is designed for financial professionals and firms who want to reflect upon, bolster and hone their soft skills and relational intelligence - and transform their technical expertise into trusted, lasting relationships, strengthen client engagement and outcomes, and realise or grow sustainable commercial success.

There are two streams within the programme:

Client Ready:
For early-career, or newly/ soon to be client-facing professionals - advisers, paraplanners, client relationship managers and trainees - who want to build confidence, presence, and trust in client relationships. This stream equips participants to:

Feel confident in real world client conversations
Know and articulate their value and credibility
Show up with composure and presence, even when conversations are emotional, unpredictable or high stakes
Engage clients with professionalism and authenticity and become a trusted go-to

Client Alchemy:
For experienced advisers and leaders who already have strong soft skills but want to go deeper or approach them from a new perspective. This stream equips participants to:

Be better able to navigate complex emotional dynamics with ease and clarity, address recurring challenges and blind spots, and move from relationships that rely on rapport to those grounded in deep trust and alignment. This stream offers space for reflection, feedback, and growth that enhances both personal fulfilment and commercial impact.

Both streams are built around the same Emotional Finance Model, offering a shared language and approach that can be developed across teams and firms — creating consistency, trust, and a truly client-centred culture.

How it Works.

The Emotional Finance Programme runs as a guided, four-month journey blending group tutorial style learning, guided dialogue and reflection and experiential demonstrations and practice.

Participants engage with the Emotional Finance Model not just as theory, but as a practical, lived enquiry into their real world client conversations. We move between structured teaching and live experiential learning - through real scenarios, reflections, mentoring and feedback - so insights don’t just make sense, they stick.

Each cohort attends four half-day live sessions together, supported by smaller stream-specific practice groups and individual conversations with Emma to help embed learning into day-to-day client work:

Four Live Sessions (Half Day): These are tutorial-style workshops combining conceptual teaching, reflective dialogue, and experiential exercises.

Four Practice & Integration Calls (90 mins): Between sessions, participants join smaller stream-specific groups to explore how the learning shows up in practice

1:1 Support & Integration: Each participant also has an individual pre-programme call to set intentions and a post-programme call to review progress and plan next steps - ensuring the learning is personal, relevant, and embedded.

UPCOMING COHORTS:

January 2026 Cohort Dates: Thursdays: 8 January, 5 February, 5 March, Thursday 16 April

April 2026 Cohort Dates: Tuesdays: 21 April, Tuesday 19 May, Tuesday 16 June, Tuesday 14 July

Practice and Integration calls are arranged once the cohort is confirmed so timings suit everyone.

The Emotional Finance Programme Testimonials:

Dan Haylett, Director, TFP Financial Planning

Two of our paraplanners, Lauren & Connor, recently completed Emma’s Emotional Finance Programme, and the impact has been nothing short of profound. The course has opened their eyes to a more human-centred, emotionally intelligent approach to financial planning, moving beyond spreadsheets and strategy into the real, messy, meaningful lives of the people we serve.
They’ve come away with a deeper understanding of the emotional drivers behind money decisions and a more rounded view of what true, personal finance looks like. We’ve already seen a noticeable shift in their communication style and client interactions, more empathy, more curiosity, and more powerful planning conversations.
This programme has rapidly upskilled them in areas that are so often overlooked in technical training, yet absolutely essential to delivering advice that genuinely changes lives. Emma’s work is a game-changer for any firm serious about doing financial planning the right way… human first.
Connor Griffiths, TFP Financial Planning

Taking part in The Emotional Finance Programme has been a really valuable and insightful experience. It’s encouraged me to think more deeply about how I show up in client conversations and given me practical tools to build stronger, more trusting relationships.
What stood out most for me was the space it gave to slow down and reflect, something we rarely get the chance to do in our day-to-day. The sessions were honest, thought-provoking, and practical, with a great mix of theory, lived experience, and real-world application. I’ve come away feeling more confident and I am holding a dedicated space for clients which focuses on building a relationship intentionally, instead of just being a byproduct of working with someone.
Emma has a brilliant way of making the complex feel accessible and creating an environment where you can learn without pressure. I’d recommend this programme to anyone in financial planning, whether you're at the start of your journey or looking to reconnect with the human side of what we do. It’s helped me grow, and I think it will shape the way I work with clients for years to come.
Simon Gladding, Financial Planner at Women's Wealth

I found being part of Emma’s Emotional Finance Programme incredibly valuable. Emma brings her experience from working as a psychotherapist and her expertise in relationships to the world of financial planning.
Working with her has increased my understanding of the emotional side of working with clients. It wasn't as if I hadn't thought about this before, but working with Emma and our group has made me more aware of and better prepared for the emotional moments that are part of our work.
This practice and awareness makes it easier to respond effectively, with empathy and in a way that will help me to build even better relationships with clients.
Lauren Turner, TFP Financial Planning

I recently completed Emma’s course, and it has been truly transformative for my approach to financial planning. What sets it apart is its focus on the soft skills that are so often overlooked — particularly the art of building trust and forming deeper, more authentic relationships with clients.

Emma’s model provides a strong foundation for understanding the human side of financial planning, and the way she breaks it down makes it easy to put into practice. Throughout the course, I grew in confidence and was encouraged to explore different communication styles, all while staying true to my authentic self.

The impact has been immediate — I’ve already noticed a significant improvement in the strength and depth of my client relationships. Emma’s guidance has not only refined my professional skills but has also made me a more empathetic and adaptable adviser. I would highly recommend her training to anyone who wants to elevate the way they connect with and support their clients.

Your Investment.

The full cost of the Emotional Finance Programme, is £1475. A deposit of £250 is required to secure your place. All terms and conditions can be found here.

Please get in touch if you want a chat before booking, if you would like to pay your deposit via BACS, would like an invoice or would like to discuss payment in installments.

Discounts Available for Self Funding participants. Please get in touch to discuss.

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